UHT Universal Health Realty Income
Universal Health Realty Income (UHT) Institutional Ownership
What the institutions did with UHT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 368.8K | 32.1% |
| DIMENSIONAL FUND ADVISORS LP | 189.5K | 16.5% |
| Bank of New York Mellon Corp | 160.7K | 14.0% |
| LPL Financial LLC | 59.7K | 5.2% |
| Nuveen, LLC | 45.0K | 3.9% |
| Y-Intercept (Hong Kong) Ltd | 39.6K | 3.4% |
| FMR LLC | 35.1K | 3.1% |
| ALTFEST L J & CO INC | 22.4K | 2.0% |
| Asset Management One Co., Ltd. | 18.5K | 1.6% |
| Total Wealth Planning & Management, Inc. | 16.4K | 1.4% |
| Independent Wealth Network Inc. | 16.3K | 1.4% |
| Squarepoint Ops LLC | 15.4K | 1.3% |
| Creative Planning | 13.2K | 1.1% |
| Sumitomo Mitsui Trust Group, Inc. | 12.7K | 1.1% |
| DEUTSCHE BANK AG\ | 11.5K | 1.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 10.7K | 0.9% |
| LSV ASSET MANAGEMENT | 10.6K | 0.9% |
| Crestwood Advisors Group, LLC | 10.3K | 0.9% |
| MACKENZIE FINANCIAL CORP | 10.0K | 0.9% |
| State of Alaska, Department of Revenue | 8.6K | 0.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.2K | 0.6% |
| CITIGROUP INC | 6.1K | 0.5% |
| ALPS ADVISORS INC | 6.0K | 0.5% |
| Russell Investments Group, Ltd. | 5.4K | 0.5% |
| BARCLAYS PLC | 5.2K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Nuveen, LLC | Reduced | 169.8K | 45.0K | -124.9K |
| EXCHANGE TRADED CONCEPTS, LLC | Sold Out | 52.1K | 0 | -52.1K |
| PRINCIPAL FINANCIAL GROUP INC | Sold Out | 17.6K | 0 | -17.6K |
| Y-Intercept (Hong Kong) Ltd | Increased | 28.6K | 39.6K | +11.0K |
| Bank of New York Mellon Corp | Reduced | 171.1K | 160.7K | -10.3K |
| MACKENZIE FINANCIAL CORP | New | 0 | 10.0K | +10.0K |
| Fifth Third Wealth Advisors LLC | Sold Out | 9.3K | 0 | -9.3K |
| HighTower Advisors, LLC | Sold Out | 8.4K | 0 | -8.4K |
| BARCLAYS PLC | Reduced | 13.2K | 5.2K | -8.0K |
| CITIGROUP INC | Reduced | 14.1K | 6.1K | -8.0K |
| ANCHYRA PARTNERS LLC | Sold Out | 7.9K | 0 | -7.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 375.7K | 368.8K | -6.8K |
| HUB Investment Partners, LLC | Sold Out | 6.8K | 0 | -6.8K |
| LPL Financial LLC | Increased | 53.2K | 59.7K | +6.5K |
| Symmetry Partners, LLC | Sold Out | 5.9K | 0 | -5.9K |
| FMR LLC | Increased | 29.7K | 35.1K | +5.5K |
| Squarepoint Ops LLC | Reduced | 20.7K | 15.4K | -5.2K |
| Joel Isaacson & Co., LLC | Sold Out | 5.1K | 0 | -5.1K |
| Creative Planning | Increased | 9.3K | 13.2K | +3.9K |
| John Boyer, Inc. | New | 0 | 2.7K | +2.7K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 1.0K | 3.0K | +2.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 187.8K | 189.5K | +1.7K |
| DEUTSCHE BANK AG\ | Reduced | 13.1K | 11.5K | -1.6K |
| Asset Management One Co., Ltd. | Increased | 17.0K | 18.5K | +1.6K |
| Parallel Advisors, LLC | Reduced | 1.8K | 371 | -1.4K |
| Meramec Financial Planners, LLC | Sold Out | 1.0K | 0 | -1.0K |
| Farther Finance Advisors, LLC | Reduced | 2.4K | 1.4K | -1.0K |
| STRS OHIO | Increased | 2.6K | 3.6K | +1.0K |
| EverSource Wealth Advisors, LLC | Reduced | 1.2K | 286 | -939 |
| Jacobi Capital Management LLC | New | 0 | 786 | +786 |
| BESSEMER GROUP INC | Reduced | 759 | 39 | -720 |
| Institute for Wealth Management, LLC. | Sold Out | 489 | 0 | -489 |
| Total Wealth Planning & Management, Inc. | Increased | 16.0K | 16.4K | +416 |
| Russell Investments Group, Ltd. | Increased | 5.1K | 5.4K | +376 |
| Sterling Capital Management LLC | Increased | 73 | 412 | +339 |
| DeDora Capital, Inc. | New | 0 | 335 | +335 |
| Allworth Financial LP | New | 0 | 330 | +330 |
| ALPS ADVISORS INC | Reduced | 6.3K | 6.0K | -315 |
| Independent Wealth Network Inc. | Increased | 16.0K | 16.3K | +284 |
| HANTZ FINANCIAL SERVICES, INC. | Reduced | 1.6K | 1.3K | -245 |
| State of Alaska, Department of Revenue | Reduced | 8.8K | 8.6K | -236 |
| US BANCORP \DE\ | Increased | 626 | 830 | +204 |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 12.8K | 12.7K | -145 |
| SJS Investment Consulting Inc. | Increased | 9 | 126 | +117 |
| SIGNATUREFD, LLC | Increased | 1.7K | 1.8K | +104 |
| PNC Financial Services Group, Inc. | Increased | 4.1K | 4.2K | +103 |
| Physician Wealth Advisors, Inc. | New | 0 | 89 | +89 |
| Root Financial Partners, LLC | New | 0 | 86 | +86 |
| FIFTH THIRD BANCORP | Sold Out | 86 | 0 | -86 |
| IFP Advisors, Inc | Increased | 99 | 184 | +85 |
| Crestwood Advisors Group, LLC | Increased | 10.2K | 10.3K | +84 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Reduced | 10.7K | 10.7K | -82 |
| SIMPLEX TRADING, LLC | New | 0 | 72 | +72 |
| Versant Capital Management, Inc | Reduced | 154 | 85 | -69 |
| GK Wealth Management LLC | New | 0 | 66 | +66 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 7.3K | 7.2K | -63 |
| Geneos Wealth Management Inc. | New | 0 | 57 | +57 |
| Larson Financial Group LLC | Increased | 550 | 590 | +40 |
| Pinnacle Wealth Planning Services, Inc. | Reduced | 49 | 18 | -31 |
| Cornerstone Planning Group LLC | Sold Out | 30 | 0 | -30 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.